Johnson Bank announced it has signed a new three-year contract with INVEST Financial Corporation, a full-service broker-dealer specializing in developing innovative financial solutions for advisors and their clients.
For more than 25 years, INVEST has provided brokerage and investment services to the Racine-based bank, and will continue to offer customized practice management and technology platforms for Johnson Bank representatives.
“After a full review of our broker-dealer needs and evaluation of industry competitors, we ultimately decided that INVEST has the right technology, tools and resources to meet our needs, as well as a knowledgeable home office staff that has always been responsive and committed to helping us achieve success,” said Jack Nelson, senior vice president of Johnson Investment Services. “Remaining with INVEST allows us to maintain seamless execution with a broker-dealer that will meet and exceed the needs of our clients.”
INVEST currently supports more than 150 banks and credit unions and more than 1,100 representatives nationwide. The Tampa, Fla.-based firm is a subsidiary of National Planning Holdings, one of the largest independent broker-dealer networks in the industry.
